Create and configure a webshop. Webshop
ID should be exactly the same as the one used during
installation of Sana Commerce on Web and database server. Default:
SanaStore. Template Customer No. is used for
online customer registration, to show prices in the webshop for the
not signed in visitors, suggest items from the particular inventory
location and items indexing.
For more information, see 'Configure
the Webshop'.

2

Online payment

Specify the default Payment Method
Code (optional). It is used for sales orders during online
payments. When the online payment has been placed, this payment
method code will be recorded into the sales order. The payment cost
coming from the webshop is booked on the ledger account specified
in the Payment Cost No. field and is stored as a
sales line.
For more information, see 'Configure
the Webshop'.

3

Online shipment

Specify the ledger account for the shipping costs.
The shipping cost coming from the webshop is booked on the ledger
account specified in the Shipping Cost No. field
and is stored as a sales line.
For more information, see 'Configure
the Webshop'.

4

Numbering

Sana Commerce uses the default Microsoft Dynamics
NAV functionality (No. Series) to generate the
unique identifiers for sales orders and sales quotes. Using
Numbering you can redefine the default number
series to generate unique identifiers for sales orders/ quotes
coming from the Sana Commerce webshop.
For more information, see 'Sales
Orders IDs'.

5

Ordering

Set up order processing and shopping cart suggestions
settings.

Quotes and orders are all part of the sales process. Sana supports
all Microsoft Dynamics NAV sales documents as well as a possibility
to convert quotes into sales orders.
For more information, see 'Order
Processing'.

Using shopping cart suggestions you can offer your customers the
products which they might be interested to buy. Customers are often
loyal to a particular brand or some products which they frequently
buy, thus it's a good idea to build suggestions based on the
customer's shopping behavior. As all customer's sales data is
stored in Microsoft Dynamics NAV you can easily recommend certain
products to a customer based on the customer's order history.
Microsoft Dynamics NAV uses specific rules to single out product
suggestions for a customer.
For more information, see 'Shopping
Cart Suggestions'.

6

Warehouse

Select which location code, either from the
Customer Card or from the Webshop Card, should be used to suggest
items from a particular inventory location. Select inventory
calculation method that should be used to show number of products
in a stock to a customer.
For more information, see 'Location
Code & Inventory'.

7

Catalog Filter

On this step you can configure the catalog filter
that is used to present only a subset of the products catalog in
the webshop. The catalog filter set at a webshop level is applied
everywhere the products are shown in the webshop.
For more information, see 'Catalog
Filter'.

8

Countries

Set visibility of countries that should be
available in the webshop for online customer registration, shipping
address and prospect orders. For all countries that should be
available in the webshop select the Visible in
Webshop check box. For the correct functioning of the
online customer registration and prospect functionality specify
Customer Template Code.
For more information, see 'Countries'.

9

Data validation rules

For the correct functioning of the Sana Commerce
solution generate the default data validation rules. These rules
affect data retrieving; only data which satisfies the selected
criteria can be processed.
For more information, see 'Data
Validation Rules'.

10

Update items visibility

On this step you can automatically update
visibility of all items in the webshop. All items are validated by
the default rules of orderability. Those items that satisfy the
orderability criteria are automatically made visible in the
webshop.
For more information, see 'Webshop
Catalog Overview'.

11

Roles and permissions

Enhance Microsoft Dynamics NAV security by
importing additional roles, including one for each profile in the
RoleTailored client. Assign RoleTailored client users to one
RoleTailored role.
For more information, see 'Sana
Commerce Setup'.

If all the necessary configurations are done, then your webshop
is ready for trading. You can change any settings individually on
the related forms in Microsoft Dynamics NAV.

If the products catalog is ready and items are set to
Visible in Webshop, then update the webshop index
by running the Product
import task in Sana Admin. For more information,
see 'Product
import'.

Product Versions

Sana Commerce Links

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